Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Guardian Pharmacy Services, Inc. | 15,071 | reported | 05 May 2026 | tx 4+15,071 |
| Elevance Health, Inc. | 13,658 | reported | 10 Aug 2009 | tx 30+287,221−232,137 |
| SIMON PROPERTY GROUP INC. | 6,956 | reported | 13 May 2026 | tx 18+6,900 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 May 2026 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,073 | — | |
| 05 May 2026 | GRANT_AWARD | Guardian Pharmacy Services, Inc. | 4,028 | 0.00 USD | |
| 31 Dec 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 54 | 186.00 USD | |
| 15 Dec 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 545 | 183.96 USD | anomaly |
| 18 Nov 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 588 | 180.80 USD | anomaly |
| 30 Sept 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 53 | 185.95 USD | |
| 30 Jun 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 59 | 159.29 USD | |
| 14 May 2025 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,161 | — | |
| 09 May 2025 | GRANT_AWARD | Guardian Pharmacy Services, Inc. | 3,901 | 0.00 USD | |
| 31 Mar 2025 | PURCHASE | SIMON PROPERTY GROUP INC. | 42 | 164.80 USD | |
| 30 Dec 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 40 | 168.59 USD | |
| 27 Sept 2024 | PURCHASE | Guardian Pharmacy Services, Inc. | 3,571 | 14.00 USD | |
| 27 Sept 2024 | GRANT_AWARD | Guardian Pharmacy Services, Inc. | 3,571 | 0.00 USD | |
| 30 Sept 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 39 | 167.30 USD | |
| 28 Jun 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 42 | 150.17 USD | |
| 08 May 2024 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,277 | — | |
| 01 Apr 2024 | PURCHASE | SIMON PROPERTY GROUP INC. | 24 | 154.19 USD | |
| 29 Dec 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 24 | 143.85 USD | |
| 29 Sept 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 31 | 110.04 USD | |
| 30 Jun 2023 | PURCHASE | SIMON PROPERTY GROUP INC. | 28 | 116.16 USD | |
| 04 May 2023 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 1,655 | — | |
| 28 Mar 2023 | GRANT_AWARD | SIMON PROPERTY GROUP INC. | 165 | — | |
| 07 Aug 2009 | SALE | Elevance Health, Inc. | 56,667 | 51.68 USD | |
| 07 Aug 2009 | EXERCISE | Elevance Health, Inc. | 16,667 | 39.09 USD | |
| 07 Aug 2009 | EXERCISE | Elevance Health, Inc. | 40,000 | 44.18 USD |